Caution! We’re Being Fed Bogus Data | Stephanie Pomboy


Macro analyst Stephanie Pomboy breaks down how the recent retails sales & jobs reports are either erroneous (at best) or intentionally deceptive.

Grant Williams: Market To Drop Once It Realizes Fed Pivot Not Happening Soon


It’s a very challenging & confusing time for investors as there are several standoffs happening right now & it’s uncertain which parties will emerge victorious.

For starters, the market clearly doesn’t believe Jerome Powell’s resolution to hold the Federal Funds rate above 5% for the rest of the year. It’s currently predicting a Fed pivot by summer.

On top of that, the market has been in rally mode & is now trying to confirm the recent bullish breakout. But nearly all of the recent macro data shows a weakening economy.

Which outcomes are more likely to prevail?

To help us

tackle the probabilities, we’re fortunate to welcome macro analyst and interviewer extraordinaire Grant Williams back to the program.

Is The Fed Creating A Deeper Recession Than Necessary? | Axel Merk


We still live in an era where the markets hang on every word uttered by the Federal Reserve and its chairman Jerome Powell.

Last week saw the Fed raise the Federal Funds Rate by a quarter percent, as was expected.

Then Jerome Powell spoke and the markets immediately started spiking higher, which very likely was not what he was hoping for.

For several quarters now, the Fed has been locked in a game of chicken with the markets, who expect the Fed to reverse policy substantially sooner than Jerome Powell is trying to guide the public.

Who’s like to be

proven right — the markets or the Fed?

For perspective, we welcome back one of the best Fed-watchers we know, Axel Merk, President and Chief Investment Officer of Merk Investments back to the program.